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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1301
TFC Financial Management
Massachusetts
$149K – – –
PCA
1302
Providence Capital Advisors
North Carolina
$148K -$40K -267 -21%
MIM
1303
MTM Investment Management
South Carolina
$146K – – –
SWM
1304
Sugarloaf Wealth Management
Georgia
$144K – – –
CA
1305
Crewe Advisors
Utah
$144K +$137K +915 +2,473%
MFT
1306
Moisand Fitzgerald Tamayo
Florida
$143K – – –
BWM
1307
BerganKDV Wealth Management
Minnesota
$141K +$139K +929 New
AWM
1308
Abound Wealth Management
Tennessee
$141K -$2.54K -17 -2%
MDCM
1309
Morgan Dempsey Capital Management
Wisconsin
$135K -$30.1K -201 -18%
FPFS
1310
First Personal Financial Services
North Carolina
$128K – – –
WPA
1311
West Paces Advisors
Georgia
$125K -$211K -1,408 -63%
LFA
1312
LGT Financial Advisors
Texas
$123K +$121K +810 New
PIMG
1313
Patriot Investment Management Group
Tennessee
$123K +$116K +773 New
GI
1314
Gradient Investments
Minnesota
$122K – – –
TWC
1315
TD Waterhouse Canada
Ontario, Canada
$117K – – –
IRC
1316
Investors Research Corp
Georgia
$116K – – –
PG
1317
Proffitt & Goodson
Tennessee
$116K -$40.4K -270 -26%
AIA
1318
Arcadia Investment Advisors
Idaho
$116K -$8.83K -59 -7%
EW
1319
Element Wealth
Mississippi
$116K – – –
HBT
1320
Hills Bank & Trust
Iowa
$114K +$112K +749 New
MG
1321
MilWealth Group
Wisconsin
$114K -$84.7K -566 -43%
RFA
1322
Register Financial Advisors
Georgia
$112K +$111K +741 New
RWPA
1323
Richard W. Paul & Associates
Michigan
$111K +$110K +733 New
CAL
1324
Capital Analysts LLC
Pennsylvania
$106K +$97.9K +654 +1,521%
CFD
1325
Creative Financial Designs
Indiana
$105K +$299 +2 +0.3%
51 52
53
54 55